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Lee Financial’s Pinnacle Financial Partners Inc PNFP Stock Holding History

Lee Financial’s Portfolio PNFP Stock Details PNFP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-245
Closed -$21.4K – 642
2023
Q4 		$21.4K Hold
245
– – ﹤0.01% 314
2023
Q3 		$16.4K Hold
245
– – ﹤0.01% 331
2023
Q2 		$13.9K Hold
245
– – ﹤0.01% 362
2023
Q1 		$13.5K Hold
245
– – ﹤0.01% 369
2022
Q4 		$18K Hold
245
– – ﹤0.01% 359
2022
Q3 		$20K Hold
245
– – ﹤0.01% 335
2022
Q2 		$18K Hold
245
– – ﹤0.01% 352
2022
Q1 		$23K Hold
245
– – ﹤0.01% 319
2021
Q4 		$23K Sell
245
-5
-2% -$489 ﹤0.01% 350
2021
Q3 		$24K Hold
250
– – 0.01% 308
2021
Q2 		$22K Hold
250
– – ﹤0.01% 314
2021
Q1 		$22K Hold
250
– – 0.01% 299
2020
Q4 		$16K Hold
250
– – ﹤0.01% 318
2020
Q3 		$9K Hold
250
– – ﹤0.01% 413
2020
Q2 		$10K Buy
250
+40
+19% +$1.59K ﹤0.01% 372
2020
Q1 		$8K Hold
210
– – ﹤0.01% 330
2019
Q4 		$13K Hold
210
– – ﹤0.01% 310
2019
Q3 		$12K Hold
210
– – ﹤0.01% 318
2019
Q2 		$12K Hold
210
– – ﹤0.01% 327
2019
Q1 		$11K Hold
210
– – ﹤0.01% 328
2018
Q4 		$10K Buy
210
+60
+40% +$3.18K ﹤0.01% 287
2018
Q3 		$9K Buy
150
+35
+30% +$2.22K ﹤0.01% 349
2018
Q2 		$7K Hold
115
– – ﹤0.01% 570
2018
Q1 		$7K Hold
115
– – ﹤0.01% 573
2017
Q4 		$8K Hold
115
– – ﹤0.01% 383
2017
Q3 		$8K Buy
+115
New +$7.25K ﹤0.01% 377

Other funds holding PNFP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
NRCM
North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lee Financial's PNFP Position: Q1 2024 in Review

Lee Financial sold out of Pinnacle Financial Partners Inc (PNFP) in Q1 2024, closing a stake of 245 shares — an estimated $21.4K sold.

Lee Financial first reported a position in PNFP in Q3 2017 and held it in 26 quarters. The position peaked at $24K in Q3 2021. 408 funds tracked by Wall St. Rank hold PNFP as of Q1 2024.

  • Lee Financial reported no remaining Pinnacle Financial Partners Inc position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 245 Pinnacle Financial Partners Inc shares in Q1 2024, an estimated $21.4K.
  • Lee Financial first reported a position in Pinnacle Financial Partners Inc in Q3 2017 and held it in 26 quarters.
  • Lee Financial's Pinnacle Financial Partners Inc position peaked at $24K in Q3 2021.
  • 408 funds tracked by Wall St. Rank held Pinnacle Financial Partners Inc as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.